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2024-11-22

[News] China Accelerates U.S. Chip Stockpiling ahead of Trump’s Second Term as October Imports Surge 60% YoY

Ahead of Trump’s inauguration in late January, 2025, China seems to be intensifying its efforts to amass semiconductors from the U.S., as the country prepares for the possibility of heightened sanctions afterwards. According to a report by South China Morning Post, China imported USD 1.11 billion ...

2024-11-22

[Insights] Broadcom Unveils New PON Solutions, Accelerating Edge AI and ML Applications

In October 2024, chipmaker Broadcom introduced two PON power management chips, the BCM68660 and BCM55050. Both processors incorporate AI capabilities, aimed at simplifying maintenance tasks. These chips are manufactured using a 7nm process and include a Neural Processing Unit (NPU) optimized for...

2024-11-22

[News] TSMC Reportedly Slows Down CoWoS Capacity Expansion for 2026

According to a report by Money DJ, TSMC, the global leader in semiconductor foundry, has recently notified domestic and international equipment suppliers to temporarily halt plans for equipment demand and deliveries scheduled for 2026, pending further updates. Industry sources cited by Money DJ i...

2024-11-21

[News] NVIDIA’s Jensen Huang Pledges Full Compliance with Trump’s Trade Policies amid Uncertainties

One of NVIDIA’s major challenges currently may be convincing the market that it is capable of sustaining the rapid growth, as the largest company in the world by market cap fails to impress the investors with its fourth-quarter guidance. One of the main concerns lying ahead for NVIDIA, obviously, ...

2024-11-21

[News] Kioxia Reportedly Set to Gain Listing Approval with $4.84 Billion IPO Valuation

According to a Reuters report citing sources, Kioxia, backed by Bain Capital, is expected to secure listing approval from the Tokyo Stock Exchange on Friday. The company’s IPO is projected to have a market value of around JPY 750 billion (approximately USD 4.84 billion), based on the indicative p...

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